GoalVest Advisory’s CrowdStrike CRWD Stock Holding History

GoalVest Advisory’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$96.9K	Buy	508 +8	+2%	+$1.14K	0.02%	162
2026 Q1	$48.8K	Hold	500	–	–	0.01%	227
2025 Q4	$58.6K	Buy	500 +192	+62%	+$24.4K	0.01%	226
2025 Q3	$37.8K	Hold	308	–	–	0.01%	237
2025 Q2	$39.2K	Sell	308 -20	-6%	-$2.17K	0.01%	226
2025 Q1	$28.9K	Hold	328	–	–	0.01%	219
2024 Q4	$28.1K	Hold	328	–	–	0.01%	223
2024 Q3	$23K	Buy	328 +308	+1,540%	+$21.9K	0.01%	258
2024 Q2	$1.92K	Hold	20	–	–	﹤0.01%	297
2024 Q1	$1.6K	Buy	+20	New	+$1.53K	﹤0.01%	375

Other funds holding CRWD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

GoalVest Advisory's CRWD Position: Q2 2026 in Review

GoalVest Advisory increased its CrowdStrike (CRWD) stake by 1.6% in Q2 2026, buying an estimated $1.14K and bringing the position to 508 shares worth $96.9K. The position accounts for 0.02% of the portfolio, ranked #162.

GoalVest Advisory first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

GoalVest Advisory held 508 shares of CrowdStrike worth $96.9K as of Q2 2026.
GoalVest Advisory bought 8 CrowdStrike shares in Q2 2026, an estimated $1.14K.
CrowdStrike made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #162 holding.
GoalVest Advisory first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.